America First Credit Union Pension Plan
Sponsored by America First Credit Union · EIN 870216202 · Plan #001
- Total assets
- $600M
- Net assets
- $600M
- Active participants
- 2,587
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $1,637,076 |
| Roy & Associates | Actuarial, Direct payment from the plan | $240,745 |
| First State Trust Co. | Trustee (institutional), Direct payment from the plan | $94,096 |